On the move: RRBB hires marketing & business development director

February 25, 2022 10:52 AM

Blue & Co. appoints first chief growth officer; RKL adds 14 managers and directors after merger; and more CPA news.

ALABAMA

David Bier

David Bier was promoted to partner at Anglin Reichmann Armstrong, Huntsville, where he serves as chief operating officer.

Tracey Strickland was promoted to director of tax resolution, and Tim Pierce to CFO and value growth services consultant, at Machen McChesney, Auburn.

Kassouf, Birmingham, launched an app to provide clients with the ability to scan documents, manage receipts and pay bills online.

CALIFORNIA

Meepos & Co., Marina Del Rey, joined accounting association CPAmerica.

CONNECTICUT

Amado Rodriguez

Amado Rodriguez was hired as manager of the client accounting services group at CironeFriedberg, Shelton.

FLORIDA

Liz McGrath

Liz McGrath, Oleg Beloglazov, Gary Curtis, Laura Schulte and Jason Soman were hired as associate directors at Berkowitz Pollack Brant Advisors + CPAs, Miami.

ILLINOIS

Sikich lobby in Naperville, Illinois

Photo: Matt Stout

Sikich, Chicago, was named to CRN’s MSP 500 list in the Elite 150 category, which recognizes managed service providers offering innovative solutions that maximize value and efficiency for clients.

INDIANA

Matt Stout

Matt Stout was named managing partner of the Fort Wayne and Pittsburgh offices at BKD CPAs & Advisors, effective June 1, 2022, succeeding Wally Wetherill, who will retire at the end of May 2022.

Tom Harper was promoted to be the first chief growth officer at Blue & Co., Carmel, after previously serving as the firm’s first business development officer.

MARYLAND

Karen Warthen

Karen Warthen was hired as managing director of the human resource service practice at BlueStone Services, the outsourcing company of KatzAbosch, Baltimore.

NEW HAMPSHIRE

Oreste Mosca

Oreste Mosca, managing director at Nathan Wechsler & Co., Concord, was reelected to the Amoskeag Health board of directors, where he has served since February 2018.

NEW JERSEY

Jacqueline Engelsman

Jacqueline Engelsman was hired as director of marketing and business development at RRBB Accountants and Advisors, Somerset.

Leon Grassi was hired as the chief marketing officer and head of business development at Sax, Parsippany.

NEW YORK

CBIZ Marks Paneth, New York, promoted to managing director: Anthony DelValle and Rafael Vasquez in the real estate group; Michael Jones and Georgia Stamelos in the commercial business group; and Jennifer Prendamano in the tax services group.

The Bonadio Group, Rochester, rebranded its consulting and advisory practices as Bonadio Advisory, providing consulting services to public and private businesses, nonprofit agencies, health care organizations and government entities.

Michael Saccomanno was appointed partner-in-charge of the forensic accounting, litigation support and valuation services practice at Friedman, New York.

NORTH DAKOTA

Eide Bailly, Fargo, was named a 2022 Campus Forward Award winner, recognizing the top early career teams and programs in the nation for excellence in early career hiring, by RippleMatch.

OREGON

Shea Keats

Shea Keats was appointed chief executive officer at Breakaway Bookkeeping + Advising, Sherwood, which she co-founded in 2019 with Kristen Keats, Martin Moll, Michelle Löpez and Sabrina Snow.

PENNSYLVANIA

Some of RKL's new professionals, from left to right: left to right: Wanda Dietrich, Harold Beshaw, Lynn Rotz, Jennifer Connolly, Randall Zook, Michael Buhrman, L. David Law and Todd Stonesifer

RKL, Lancaster, brought on 14 professionals after the merger with Rotz & Stonesifer: Andrew Sartalis, Cathay Butler, Darlene Kelly, Dennis Shindle Jr., Leon Butler, Michael Rider and Richard Butler as senior managers; Jennifer Barrick, Jennifer Gable, Misty Danner and Ryan Coccagna as managers; Randall Zook and Wanda Dietrich as directors; and Monica Miller as a payroll manager.

TEXAS

Weaver, Houston, promoted to regional partners-in-charge of the tax practice: Laura Roman, covering Austin, Midland, Sant Antonio and Houston; and Rob Myatt in Dallas, Fort Worth and Oklahoma City.

BKD CPAs & Advisors launched nonprofit advisory services in the firm’s Houston office, adding Ann William as a director and Geri Griffin as a managing consultant.

VIRGINIA

The Virginia Society of CPAs, Richmond, launched the Essential Ethics brand, designed to be a source for business ethics for financial professionals. More information is available here.